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    • SBI Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-A)
    SBI Mutual Fund

    SBI Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    OtherOther

    10.1819

    NAV (Sep 23)

    1.8%
    Till Date CAGR
    Scripbox Opinion

    Not Reviewed yet

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    0 Years.

    Relative Size

    14,762 Cr.

    Category View

    .

    Consistency Of Performance

    .

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    10.1819

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    NA
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    1.8%
    6 Month CAGR
    NA
    info-icon-blue

    Scheme Information

    Investment Objective

    To provide long term capital appreciation / income from a dynamic mix of equity and debt investments. However,there can be no assurance that the investment objective of the Scheme will be realized

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Moderate Risk

    Expense Ratio
    0
    Launched (0y ago)
    Aug 31, 2021
    AUM in Crores
    14761.797
    ISIN
    INF200KA1Y65
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Hybrid 50+50 - Moderate TR INR
    SIP Minimum
    0
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Dinesh Ahuja

    Fund Manager

    user-avatar

    Dinesh Balachandran

    Fund Manager

    user-avatar

    Gaurav Mehta

    Fund Manager

    user-avatar

    Mohit Jain

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
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      One click investing tracking
    comparison

    Comparison with Other Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Principal Retirement Sav Conservative fund (G)

    ₹ 1 cr

    0

    ₹ 188 cr

    0

    ₹ 14 cr

    0

    ₹ 980 cr

    0

    ₹ 6 cr

    0

    amc-icon

    About the AMC

    SBI Funds Management Private Limited

    SBI Funds Management Private Limited manages assets worth 438,987 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.

    amc-img

    Fund NameScripbox Opinion
    Till Date CAGR

    SBI Focused Equity Fund (G)

    recommended-badge

    21.7%

    20.5%

    recommended-badge

    6.3%

    7.2%

    top-ranked-badge

    21.7%

    %

    top-ranked-badge

    5.1%

    5.8%

    top-ranked-badge

    5.1%

    5.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

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    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About SBI Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    About SBI Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    SBI Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-A) is a Other Other fund and has delivered an annualised return of 1.8% over a period of 0 years. . The fund is managed by SBI Funds Management Private Limited. The fund managers are Dinesh Ahuja, Dinesh Balachandran, Gaurav Mehta, Mohit Jain

    SBI Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-A) Investment Objective

    To provide long term capital appreciation / income from a dynamic mix of equity and debt investments. However,there can be no assurance that the investment objective of the Scheme will be realized . However, there is no assurance that the objective of the scheme will be realized.

    SBI Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The SBI Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund was launched on Aug 31, 2021. The NAV (Net Asset Value) of this Other Other fund as of 2021-09-23 is ₹10.18. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹14761.797. The category risk of the SBI Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund is Moderate Risk. The fund charges null % as expense ratio.

    SBI Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Others and has invested 72% in this asset class. The top three holdings of the fund are , treps , 5.63% govt stock 2026 , net receivable / payable , 364 dtb 25112021 , 182 dtb 30122021 , cash offset for derivatives , 182 dtb 23122021 , kotak mahindra bank ltd , hdfc bank ltd , itc ltd , icici bank ltd , icici prudential life insurance company limited , hcl technologies ltd , gail (india) ltd , larsen & toubro ltd , tech mahindra ltd , axis bank ltd , power grid corp of india ltd , state bank of india , bharti airtel ltd , britannia industries ltd , maruti suzuki india ltd , margin amount for derivative positions , infosys ltd , future on tata motors ltd , tata motors ltd , future on infosys ltd , future on tech mahindra ltd , future on adani ports & special economic zone ltd , future on bajaj auto ltd , bajaj auto ltd , adani ports & special economic zone ltd , canara bank , future on canara bank , future on adani enterprises ltd , adani enterprises ltd , container corporation of india ltd , future on nestle india ltd , nestle india ltd , future on tata power co ltd , tata power co ltd

    SBI Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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